Stratos Wealth Partners’s UGI UGI Stock Holding History

Stratos Wealth Partners’s Portfolio UGI Stock Details UGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$504K	Sell
2024 Q4	$489K	Sell
2024 Q3	$598K	Buy
2018 Q4	–	Sell
2018 Q3	$66K	Buy
2018 Q2	–	Sell
2018 Q1	$53K	Sell
2017 Q4	$56K	Buy